VORTEX LOCAL PIPELINE
Turn more leads into jobs, faster
Track every opportunity, automate follow-ups, and keep jobs moving—more control, less back-and-forth.
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Tell us your trade to see how Vortex Local can help
Streamline workflows, close more leads
SALES PIPELINE
Built to keep every job moving
Visual Pipelines That Move Deals Forward
Stay in control of your sales and service process with customizable pipelines that show you exactly where every opportunity stands.
- Track leads, deals, and jobs with drag-and-drop stages that reflect your real-world workflow.
- Create multiple pipelines for different services, locations, or sales strategies.
- Instantly see which leads are hot, cold, won, or need a follow-up—no more guessing.
Every Stage, Fully Automated
Put your pipeline to work with automations that engage leads and close more business—without lifting a finger.
- Trigger emails, texts, and task assignments when leads move from one stage to the next.
- Automatically tag contacts, assign them to team members, and start follow-up sequences.
- Keep your sales engine running with minimal manual effort and maximum conversion.
Lead Scoring and Smart Filters
Know where to focus your energy with lead prioritization that keeps your team laser-focused.
- Score leads based on behavior, source, or activity level to identify your best opportunities.
- Use filters and saved views to organize by value, status, or close probability.
- Find and follow up with high-value leads in seconds, not hours.
Performance Insights at a Glance
Track what’s working, spot roadblocks, and make confident decisions with pipeline analytics.
- Monitor conversion rates and deal values across every stage.
- Identify team performance trends and fine-tune your sales process for better results.
- Forecast revenue and growth using real-time pipeline data that updates automatically.
Trusted by 200K+ Local Pros.
Built for teams of 1 to 100+
100M+
pro jobs completed
35%
avg. pro revenue growth
8+
avg. hours saved per week
“In one year with Vortex Local, we’ve gotten a couple hundred reviews.”
KEVIN B. ┃ 123 HEAT AND AIR, INC
Additional features
Dispatching
Stay ready for anything with fast, flexible dispatching. Assign and sync your team and track jobs in real time.
Price Book
Pressure washing price book software helps you maximize profits with precise flat-rate pricing and transparent quotes.
Payments
Get paid faster and easier with full payment functionality built into every part of the platform.
Reporting
Customizable reports help you track goals, uncover insights, and turn data into actionable strategies for growth.
See how Vortex Local works for you.
Start a 14-day free trial.
Frequently asked questions
Is Pipeline available on mobile?
Yes, Pipeline is available on mobile so you can manage leads on the go.
Will jobs booked through Online Booking show up in Pipeline?
Jobs booked from your Online Booking form will show up in Pipeline under your jobs column.
Can I customize my follow-ups?
Yes , you can set up automated texts and emails with custom text to send at different stages of the customer journey.
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